AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.2B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$13.8M
3
+$11.9M
4
ZD icon
Ziff Davis
ZD
+$11.5M
5
FIS icon
Fidelity National Information Services
FIS
+$9.81M

Top Sells

1
+$47.1M
2
+$19.3M
3
+$17M
4
COMM icon
CommScope
COMM
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.69%
3 Technology 12.37%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.45M 0.03%
180,971
+27,971
327
$1.45M 0.03%
3,745
-39
328
$1.43M 0.03%
+130,582
329
$1.4M 0.03%
60,700
+1,980
330
$1.4M 0.03%
28,566
-4,000
331
$1.39M 0.03%
5,298
-133
332
$1.38M 0.03%
103,240
+20,200
333
$1.35M 0.03%
5,387
+99
334
$1.33M 0.03%
21,238
-156
335
$1.32M 0.03%
1,074
+119
336
$1.31M 0.03%
8,383
-102
337
$1.31M 0.03%
127,325
-6,847
338
$1.31M 0.03%
84,756
-1,000
339
$1.31M 0.03%
301,176
-38,580
340
$1.31M 0.03%
25,221
341
$1.28M 0.03%
4,783
342
$1.27M 0.03%
92,046
-57,635
343
$1.27M 0.03%
50,260
-2,000
344
$1.25M 0.03%
+115,867
345
$1.24M 0.03%
10,121
+275
346
$1.23M 0.03%
38,469
-1,180
347
$1.23M 0.03%
349,999
348
$1.22M 0.03%
6,077
-1,294
349
$1.22M 0.03%
64,040
-2,517
350
$1.2M 0.03%
14,022
12 13
14
15 16